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. >> samsung electronics operates a fifth straight quarter, but sales flip. >>> and government is on track for the austerity measures as angela merkel gives up -- for election. >>> and aig just finished off paying off its massive bailout, but the company is now weighing on whether to sue the u.s. government over that very rescue. >> now 2013. >> it's been so long. how long has it been? >> months. >> better make the most of it, though. >> two days. >> yeah. two days. >> then it's onward. >> anyway, look, we're here. i still don't know what time zone and country i'm in. >> there was snow, right? >> there was. it was beautiful. >> on today's show, we hone in on samsung in seoul. i'm all frufterred because you're back. the electronic giant will expand its lead over apple this year. >> and we've got our chips in. and we'll head out to las vegas for the latest on the consumer electronics show. >> the trade deficit widens to its largest level in five years. >> and we'll get the latest from wall street on just how happy a new year bankers are likely to have. >> i hope it's not that happy. some wil
may be the most valuable tech econocompany worl it is second place in the smartphone world. samsung dominating. so, who has the momentum in mobile? joinings now is the ceo of at&t mobility. he's now to in las vegas for the annual consumer electronics show. ralph, great to speak with you. >> great to be out here at ces once again. >> i'm sure it's a very exciting time. i want to ask you about the smartphone wars. recently, some doubts about the momentum of the iphone 5, with deutsche bank coming out with a note earlier this week, questioning the momentum, month on month in terms of iphone 5 sales. what are you seeing on the front lines at at&t? >> well, i don't want to specifically comment about month to month. but the iphone is a big seller for us, as are many of the android devices. samsung galaxy s-3, the samsung note. and melissa, the windows phones, which are new for us, as well, the nokia lumia is doing well. apple, android and now windows 8, which is a fantastic lineup for our customers. >> in terms of the momentum since the launch date of the iphone 5, ralph, is it at the sam
below 550, i'm going to stay long. >> are you worried at all, joe that, samsung and net glassy pho -- galaxy phone is gaining ground and momentum? >> concerned, i wouldn't say necessarily worried. i do respect and agree with what murph is saying, if we can get a number north of 50, keep in mind the quarter prior 2011 they did 6.7 million. if you extrapolate these numbers, you got a good shot to get to 50 million. if you get that, i think the street has really taken apple ownership from that overweight stance and i think the race in the paint is really towards the up side to get back in again. >> are you guys accepting, pete, of the fact that margins are not going to be exactly as they were, especially when you hear talk of the iphone mini coming down the line? >> that's part what we have to accept. it's not just a fundamental story but that's the one fundamental i would point out. that is something people are focused on. you're still talking about a company, when you talk about the money they make, if you look at the at&t numbers, somewhere between 45 million and 50 million iphones
are not over. smartphone woes in general, not necessarily apple versus samsung -- >> i don't think apple's alone here. samsung was down right defensive in their guidance if they gave any at all in terms of, they are pointing to seasonal weakness coming up. i think samsung is much better positioned. i think they have the barbell. they are high end, low end, and they dominant the low end. apple is six in china, samsung is number one. if you look at what's going on here, the trade is really to be short samsung. if you look at the pressure going on, this is what we started to put on last week. this is something that you can stay in, because this is a stock that at some point is going to have to catch up with the lofty expectations, as well. not expensive, will continue to grow. but a chart that looks broken right now and south korea is, i think, on the currency side, giving something back, because they are worried about the strength of their currency. that's another part of this trade. >> profit margins were declining for samsung and so is revenue growth which is very similar to what apple h
's not a make or break, it's -- it is a show me time, though. i mean, have they indeed joined samsung and nokia. samsung, of course, getting all the buzz, deservedly so for the galaxy family and nokia with the lumia family. they have really hit it hard. and they have justifiably enhanced shareholders of both those companies by the sales that they put up. now we've got rim's turn and i think there's really three key points here, the first one, melissa, i think, is price point. does the z 10 come out at a price point that people want to see? we've seen people famously miss that price point. apple did it with the e-mini, i pad, that is. and you could see these guys miss if they shoot too high. i think that's a big mistake. and of course the operating system, i know you had the bold at one point, melissa, the first touch screen that they came out with, that was not 100%. and obviously from what we've seen, that purports to be the z 10, it is, indeed, going to be pretty slick. in the operating system and the -- >> right. >> the pricepoint are right, then it's going to be good. if they're wrong, it's
20% year to date. south korea's kospi added .4% helped by samsung electronics. australian shares rose for the 10th straight day. the longest rally since 2003. meanwhile, india's sensex is currently trading marginally in the green. ross, back to you. >> thank you. >>> jane foley is still with us. we want to ask about the australian dollar. this being one of the favorite currencies while china was growing and commodities were strong. what happens now? >> well, the australian dollar has been extremely resilient. this is counter to a lot of forecasts at the end of the year. they were, you know, china's weaker or the australian dollar is overvalued. australia has got to go down. the australian dollar has to go down. no, i mean, china data over the last month, two months, three months has improved -- doing better. perhaps they will cut rates bo there is a feeling that they still will next week. the resilience of the australian dollar comes back to the yield story. investors still want to buy yields. >> 104.37, down about .3 today. where do you see it midway through the year, 2013? >> i thin
the indecex. brian topeka saying there is a lot of anticipation behind what samsung might unveil next week. that's perhaps weighing on shares of apple in today's trade. hoou are looking for bright spots, take a look at social media. facebook continuing its rise. goldman sackes with a bullish note saying it sees facebook as promising. one of its friends in the social media space, zinga, also mooufing higher. after confirming earlier this week it is shutting down operations of 11 games. freeing up administration on zinga cloud. where it could launch new games in 2013. lastly, a lot of movement ahead of the j.p. morgan health coence next week. which is referred to as the super bowl of healthcare. one of the mover and shakers is expected to be celgene. we are seeing stocks higher than next week. >> thank you seema, very much. >>> to the bond market. find out what traders make of the latest jobs report. not to mention the bullard comment at the top of "power lunch." rick santelli at nyse. hi, rick. >> we were close to 197 1/2. we closed last week at 170. it's been 22 basis point week and for a
at what it takes to get into best buy and how much subsidy samsung gets versus how much apple gets. how much do they give up per $100? samsung only gets about $65 per $100. apple gets about $94 or $92 per $1,0100 $1 $100. that's huge. >> they say apple is going to get the benefit of the doubt unless it's a tremendous miss. do you buy that? >> so sure i am right now. i think fundamentals have never been any different. i think even at $700, fundamentally you could make the argument stock is cheap, they're sitting on all this cash. i think at $500, you are seeing a company that's technically has broken. that $550 level, that's where apple has to get back above. otherwise now it's technically broke. i'm looking at it right now. i like what they're doing. obviously what the verizon story tells us is the 4 and the 4s, those margins, if those are the devices they were selling the most of, the margins shouldn't be impacted that much. what are the margin levels now for apple, but i think you have to realize going forward as they get into the second half, if they come out with a cheaper iphone, t
'm melissa lee. smartphone wars, as apple, google and samsung duke it out. your best bet. the ceo of broadcome with the latest from the consumer electronics show. plus, boeing's nightmare. more bad news for the dreamliner. why you should be buying this dip. and ticking time bomb. is student debt the next big threat? we're taking a look at the potential fallout. but first, let's get straight to our top story, and that is the unofficial kick off to earnings season. alcoa on the rise after posting stronger than expected revenues. the epos coming in in line. aluminum demand growth they are forecasting at 7% and sold it higher than expected average prices, which was a huge benefit here. guy, what do you think -- >> it was fine. i wouldn't say it's fantastic. i wouldn't say it's a disaster. i would say it's a typical alcoa, pretty boring. i don't think klaus said anything that staggering. the stock performance speaks that. you have to remember, if you go back four years, alcoa's been a dead stock, anywhere between eight bucks and 11 bucks over the last four years. meandering here around
saw slow downs. apple and samsung, we love these companies because they had no europe last year, in china, no mexico. now we wish they had all three and there was business formation. let's focus on the other half of the equation. it's a little. where the money is going. last night china heads to one more marketable session. holy cow, courtesy of new attitude. the gold double digit growth is taking up the fxi. follow along, but it is taking up to the ancillary chinese place, like coach. did you see that today. rallying more than $2. we are seeing steady names in big commons. totalling chinese demand, truck demand. this one won't stop climbing. i say watch starbucks which is a gigantic expansion. i think it's going terrific clee. and that stock is taking a hit because of disassociation with the people's of republic, it's coming back strong. nike was hurt but that's becoming a thing of the past and buyers are piling in. the worst is over for certain at least in china. how about winn? nonetheless, steve win has put a lot of resources into mack could you macou. things are getting bet
. samsung number two. i think you keep going you'll see people coming back to the blackberry particularly corporate america. >> unless they say buy, buy and hang up when the news comes and it is a sell on the news event. >> it won't be. the stock may be but buy there because it is going to go back up. it has a lot of cash. a good company. >> all right. intel the worst performing dow stock today after issuing a disappointing outlook. joe and dr. j. debated the stock yesterday and one of our traders thought he was the clear cut winner. let's take a listen. >> whatever apple ends up doing intel will steal the thunder. the stock is highly correlated with gross margins which continue to decline right now the street looking for 57%. they'll have to guide those margins even lower. >> judge did a great job as always but i go with the doc. >> no! >> i think intel -- >> time for a rematch, round two. why? because dr. j. you told me last night i want a rematch. >> that's right. i need a rematch because joe is kicking my butt. >> all right. >> before we go to the rematch two things. i have my back to
by 0.8%. samsung and hyundai rebounded strongly on bargain hunting. after the bell, posco reported a slump in its q4 profit so we'll watch its shares reaction tomorrow. elsewhere, india's sensex is currently down by 0.3% after the rbi cut the interest rates for the first time in nine months. back to you. >> okay, sixuan, thank you. catch you a little later. >>> now joining us on the set is allan miller, founding partner at stm private. the top thing on everyone's mind, allen, welcome first of all. what's happening with markets? equities around the world and a lot of other markets are at multi year highs. they're on these winning streaks. yesterday we saw that start to break down. is there a significance to that? >> we never look on a one-day view. if you look further out, there's substantial value in equities compared to bonds. but when you actually look at the sharp rise as we've had in the last few months, it's not unusual for some of that to be basically given back. and if you look at the volatility of markets, the vix, it's down to the lowest level it's been for years and years
of samsung. >> supply chain did get worked out. >> possible that expectations were too high to begin with? this was a stock last career that could do no wrong and the expickses were possibly at the stage we don't do it rival. injuriesors expects a lot more because they depend on innovation. >> people were kiss accounted on the sale numbers. let are the the competitive land way. i feel like they are in fablet describe. apple is not giving that to them. >> i don't think a lot of people want big-screen phones. what is this galaxy note? it's huge. 5.5 inches. i do agree. they need to get in and release more than one phone a year because ore ways they will get stomped by samsung. be aggressive in china and areas where you can have access to 7.5 million subscribers there. >> the feeling was that steve jobs was apple. are you in denial at this point that losing such a -- i mean, how do you even quantify what he meant to that company in terms of innovation and operation that he's still gone. >> a design guru and going to kweet quality. >> what was steve jobs really good at? not only innovation bu
of the company say, all right, let's take a hard look before we switch out. >> it's not even apple or samsung. in terms of global market share, the top five, i mean, r.i.m.'s not up there, but zte is up there, along with samsung and apple. it's not just samsung and apple versus r.i.m. at all. it's r.i.m. versus everybody else. >> 79 million subscribers. >> market share for these guys, 5%. two years ago, 20%. i mean, a lot has gone on while they have been trying to get this thing ready. the question is, how much has android and ios taken out of the room. we will see. the presentation at 10:00. jon fortt has tried out the software and is relatively impressed. they'll not show their super bowl ad, so they say. we'll find out. jim, you are the ray lewis of our team today. you're playing hurt. you got the big brace on your arm, but this time it's your voice. you're amazing. >> san francisco, watch out. >> well, talk about missions, let's talk about amazon. set to open at new all-time highs. the online retailer is better than expected profit margins, that is the key story here. as we said earlier a
. it doesn't have samsung written on it or one of these on the back, one of the apple logos and at the end of the day that's all that matters. >> i don't know there aren't that many people. apple and samsung, a lot of purists that want to stay there. i feel at this point it's a little too late. nothing stands out or is really fantastic about this device. people who went to the iphone would think about going back because they may have been frustrated with the keyboard on ios, a really good keyboard on the blackberry 10 but i don't know if it's enough to bring back the masses of people they need to rebuild themselves as a company >> you like it but don't think it's a game-changer? >> absolutely. need to come out with a big blockbuster and what they have is a nice phone, really nice in every regard but not really a standout in any way. michael copeland, what's your take? >> this remains me a little bit of palm when people got excited about the new operating system and slick and multitasked. people didn't care. web-os disappeared. this may be something similar. reviewers like it but there's to
. one of the reasons, concern that samsung electronics will widen its lead over apple in the global smartphone sales in the market this year. samsung could show growth of 35% and strategy analytics says samsung has a very broad product lineup. some traders noted a bearish report about iphone and ipad sales at deutsche bank as a possible reason that the stock was down today. even though the nasdaq closed higher on the day, apple kept -- kept the index's gains muted having the biggest drag on the nasdaq today. despite apple's move lower, it's up more than 4% this week. >> wow, okay. thank you. >>> a new warning that home prices may hith a speed bump in 2013. diana olick has that story. why? >> that's right, michelle. home sales are higher and demand is become and supply for home sales is really low. sounds like the perfect recipe for price spikes, right? wrong. growth will slow n 2013 r 2013. why, the latest case schiller home price index shows prices steadily rising, rising because of record low mortgage rates, a low supply of homes for sale and huge investor demand in the huge crash
of apple has to go someplace else. amazon, like it. >> samsung and the whole supply chain. >> one more check on shares on apple, down by just about 10%. the last time this stock was down 10% during the may flash crash on earnings. it was p12008. having an impact on the qs. i'm melissa lee. see you tomorrow at 9:00 for "squawk on the street." "mad money" with jim cramer starts right now. >>> i'm jim cramer. and welcome to my world. >> you need to get in the game. going out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, trying to save you a little money. my job is not just to entertain but to educate and put things in perspective. call me at 1-800-743-cnbc. not everything in the market can be explained by cold hard facts. not everything is rational or even cut and dried or it can even be ascertained with close scrutiny. including today where the dow vaulted 67 points s&p advanced, nas
whether to be like samsung or those guys in nokia that just slashed the dividend. and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growth stock to value stock and that's often an ugly journey. okay? there's clip joints along the road and a lot of speed traps you know, the with r5idar guns. thursday is a day made for "mad money." and we think lightning could strike, possibly more than once. we have said recently that three companies who
a samsung supplies almost 500. we think if apple do sign with major carriers like china mobile, like, that can be a driver. then finally one more thing that can juice earnings is to have $137 billion of cash. $40 billion of that is on -- we expect the company to become more aggressive with the cash distribution and buybacks over the next 12 to 18 months. in terms of -- this is where i do agree with the other speaker. it is going to take time to repair this. we think an iphone 5 refresh comes out in june. a low end iphone which i would highlight is not in anybody's estimates today may come out in september. and the buybacks in q4. but the issue being there's not much in the next few months. even i would concede. >> jeff, what about all that? a lot of positives for apple here. >> let's talk about china growth for a minute. emerging market growth in general is going to have a lot to do with the price point that apple is going to be able to deliver their products. when we saw walmart come out with the iphone and prices lower, you had to see that there was an issue in margins. i would
, at a $350 price rake, i think samsung is going to each their lunch. you talk about the margin pressure, isn't this just cost overage from the release of the iphone 5, or the mini, things where they had significant supply out there, there was obviously, you know, they didn't have -- i would argue that this means margins go higher if they've actually pulled the supply offline and in the short run, this is a positive thing for their margin. >> well, if they manage to address all the manufacturing issues early, there could be some beneficial gross margins. they got it for 36%. they've beaten by 310 basis points on average. but the last two quarters have only beaten by 130 to 150 and the street is at 13.7% gross margin. >> quick question, stewart. so, we talk about getting long apple here, but broader picture, does the apple ecosystem that everybody raichs about, does that save them from becoming the 1980 version of sony where companies lose their cool factor? >> certainly, in the u.s., there's this lock in where people buy multiple apple products, but at the same time, you look at itunes, it's
deficit. and it's also in focus with samsung electronics, expected to release it's delayed guidance. at the same time, japan's retail giant will unveil their q3 forecast, as well. and december faels figures are due from taiwan. auoptronics and umc. >>> still to come, our next guest expects a 10% price drop in aural commodities over the new year. we'll find out why in just a moment. it turns out he turned his back on his homeland since the next tax. he received his russian passport as well as you can see a hug from the president. probably not easy to do to hug him. stephane is in paris. you have to have big arms to try and hug gerard. >> long, long arms. very long arms. >> i'm not quite sure why he's gone for a russian passport. i don't quite -- i thought he was going to live in belgium. anyway, how is this all going down? >> there's a fiscal agreement between france and russia in 1996 and he's in the still position when it comes to fiscal residence. the main criteria is the usual place of residence. in other words, if he still spends more than 50% of his time in trans, he will still
along with some warnings on the strength of gloeg global demand coming from the likes of samsung. will i sixuan has plenty more from singapore. >> thank you, kelly. let's start with japan. that market yet begin took center stage in asia. december cpi came in at minus 0.2% piling more pressure on the boj to beat deflation and eventually meet that 2% inflation target. the boj jumped nearly 3% and it's up for the 11th straight week. that's the longest winning streak in about 42 years. the japanese yen weakened to a fresh 2 1/2 year low against the green back. that's fueled a strong rally in exporter stocks. shares in china gave back strong gains earlier ending down by 0.5%. chinese stocks led losses of prot taking after north korea warned us more rocket launches and a nuclear test. the weakness in the mainland dragged the hang seng lower by just a touch. china mobile shares slipped for the fifth straight sessions. elsewhere, south korea shares pulled back for the third straight session, down almost 1% today. suppliers, they continued to tumble. samsung electronics lost 2.5% despite record e
that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used to be. there is no omg factor. it's just -- frankly, as my daughter said
the way to the bank. apple has real competition from samsung. with an android operating system with the visionaries from google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day selling houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no longer than the personal computer and cell phone replacement segment. and many think in a few years, those markets will be saturated. nobody w
know, in the samsung booth, there were some good things in there. whatever apple does is already thought of by samsung. >>> competitor of yours on the street on the previous program, brian white, best known for the hyperbolic price target of 1111, said the new ipad is coming in march. is that true? >> we're expecting new ipads in the second quarter calendar, so i'm not too far off. apple has gone more to a six-month cadence for the ipad lineup. i don't think that's that's huge of a surprise out there. that has to happen in order to catalyze the education market as well as second quarter sales. sgloolts ben, good to talk with you. thanks so much for coming on. >> thank you. >>> so? what do you think on apple? there is some chatter on the street that seems to be more negative. >> what really struck me is the contradiction. he's saying that we're still so far above, 30% above where the buy side is in terms of our forecast in units, yet i'm lowering my price target. he talked about volatility. it's very volume tiff. this stock goes up and down more in an hour than you do sitting at a
. >>> is samsung the new cool? and is yahoo! ceo, marissa mayer up 35%. and what the shareholder is bidding on those numbers. but we can still help you see your big picture. with the fidelity guided portfolio summary, you choose which accounts to track and use fidelity's analytics to spot trends, gain insights, and figure out what you want to do next. all in one place. i'm meredith stoddard and i helped create the fidelity guided portfolio summary. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. >>> welcome back to the "halftime report." we're looking at social media names. facebook reports wednesday. they had a nice upgrade by raymond james today and linked in with a new high. you add the twitter investment of $9 billion, all seeing green arrows and even zynga, up 9 1/4%. >> joe, facebook slow creep towards 38. that's the benchmark, as sad as it is, that's become the benchmark thus far. >> it is. the institutional community, seeing a lot of capital and technology. you look what the market is pricing in, looks like t
on your apple hat, all right? they would rather do business with samsung's chip, even though samsung is their biggest competitor, than switch to intel. >> what are we missing? there's uniform negativity here. we'll look back on it at end of this year and say, wait a second, we should have thought of that. >> don't throw that. >> that pc was bad, and they had every right to go out the window. all right, i've calmed down. >> there's no hope? >> anytime you have that budget, you can do it. i like stacy very much. it's a great manufacturer. there's hope. >> okay. >> there's hope. same level of hope. silver lining theory i call it. >> okay. when we come back, a wall street analyst known for being a longtime bear on netflix. and from textbook reynolds to the linked-in for college students, we'll talk to former yahoo! ceo. [ "i'm only human" plays ] humans. even when we cross our t's and dot our i's, we still run into problems. namely, other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't
to buy an apple tablet but people in this world that will buy the cool pad 8060 for $100. >> that samsung phone and like the wider screen. the wider screen. >> the important thing is listen to the discussion we are having, about another company. >> i know we want to get to netflix as well. three of six quarters i believe they have missed since he has taken over, two of the last three. jobs was 11 straight and 19 of 20 quarters where they overdelivered. now, put that in some perspective for us in terms of conservative guidance. when does pressure build on him? >> now. already. no? >> we are a long way from that. a long way. >> do you think -- let me ask you, do you think four months ago, the company was a better company than it is now? >> no i think it's the same company. >> same company, right? so then why do you want to pay so much? >> other companies are not the same company. >> samsung is not the same company. google is not the same company. >> interestingly, to put today into some perspective, the last gap down for apple was july 22, 2008. so mornings light this don't happen lot. also
in to kick ap putt at the moment. an article saying is samsung the new call. the advertising campaign was five or six years old saying, android is outselling apple, which we've known for an awfully long time. as ceo, as head of the pr, marketing director, how do you stop that sort of comment dead in its tracks? is it about offering bigger dividends or something more profound? >> well, you know, one of the things i like tim cook has been saying is, we're not about maximizing market share, which maybe sounds like a crazy idea, we're about maximizing customer experience. and we want customers to love our products. that's what got them in the winner's circle in the first place. that's the only thing that enables any mobile phone company, any technology company to keep on going at this tremendous pace. >> sidney -- >> i think you have to -- >> i'm sorry. i didn't mean to interrupt you. i just want to bring in jeffrey. we had a problem with the camera at yale. and now he's now joining us on the phone. jeffrey, what is your view? what should tim cook do here to reinvigorate apple? >> well, y
there is also a subsidy for the samsung galaxy. when you've only got two devices to choose from, not enough competition for these carriers to say, no, we're not going to pay that much. that certainly would seem to be something here that investors are going to continue to pay attention to. the margins are the key here. we'll see. high multiple stock, 15 times, does have a nice dividend as you point out. investors may be looking closely at the margin number for their guidance for the year, despite what are some positive comments. >> we love the stuff. how does it change. how does the metric change. if we look at the fios numbers, they start making money on the dvr, no, now it's just wireless. >> you don't want to forget about the other important parts of the business. there's a wire line business, and that's where they took the sandy charge in terms of the wire line. the positive effects from the union deal that will start to be felt this year. but wireless is the key for this company. it's what moves the stock. it is the most important component by far. this is a giant player that has had ex
ago. you look at the third-quarter share loss. 14.6% down from 23% a year ago. you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently
lots of people who bought apple when it was the undisputed king of smartphones. samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but y
. >> there's competition. >> from samsung. a lot of people are criticizing apple for its execution, some of these new products are not panning out. i don't want to get too in the weepds but it's not-- weeds, bu perfect picture. >> remember how we thought about apple a year ago. we said never since microsoft in 1999 have we had a single stock contribute 10% to a 10% market rally. turned out that was top tick for apple and we weren't making a fundamental statement. look it had become as we were discussing before a bit of a cult stock. my broader issue here is tech in general i think looks attractive but the enterprise of tech, the capital spending part of tech, tech spending was depressed. capital spending was depressed last year because of public policy uncertainty. we think that's going dissipate through the year. the consumer is in a worse spot primarily because of tax hikes. supply side economics, right. so apple is a consumer company for the most part and i think that any consumer company will struggle. >> that's an important point. let's follow that point. is part of this apple drop
other companies, gross margins, something made by a samsung, for heaven sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that nasty number that inferiors, competitors are suddenly making superior product at least in the mind of some of the less savvy consumers out there, the superior. what must be going to apple is the fact these analysts actually think they need ammo to stay positive, ammo to do something as simple as breathing, which is to reiterate the buy ratings. i can see tim cook turning to his colleagues puzzled saying, it's as if we have to come up with something breakthrough, something dazzling for them beyond what's obvious. which is how great we are. but at some point, your company's products may face genuine competition. in many places on earth, other companies may be taking share, which is what's happening with that samsung phone. or you might have product lines in decline like the iphone. like the ipad. and it's a funny thing, when that happens, you actually do need t
. >>> and the smart phone smackdown. is apple losingity cool? the samsung, twitter has began a porn problem. the power rundown is next. you don't want it miss it. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities. >>> today it is all about tech. first up folks china is considering lifting a 13-year-old ban on video game consoles. nintendo and sony surging a little bit today. i guess you call them surges. julia, you think this ban will be lifted? julia? >> yes, i think it'll be. i think the question is, will it make a difference in mobile and social games are not banned. so if you can play the gims for free or next to nothing, are people going to want to invest in a console. other thing to keep in mind tyler is the fact that ban is not very much enforced so these have been smuggled in in the past. >> john, do 6 billion chinese want to play madden 13 or what? >> yeah, and a lot of them already are. piracy is a huge problem there. ps3 is harder to pirate so yeah, they will probably lift the ban but will it have a positive impact? ma
phone, not everyone. what to buy next is a huge topic of debate. >> i see some people switch to samsung and samsung galaxy s3. i've heard it's pretty good and there's apps you can't put on your iphone. i would say some people are starting to switch over but i'm still faithful to iphones. >> i've heard a lot of reviews with new sam sungs, galaxy. a lot are saying better than iphone. >> they are similar. why spend more on the iphone. you get the same technology. >> how much did it cost? >> about like $100. it's cheap not like the iphones. >> they are in transition. they just lost steve jobs. have you to give them time. they are innovative. apple tv looks cool. >> i don't think they will lose status, i just don't think they will be the sole providers for that anymore. >> a lot of them have iphones but many have not upgraded to the 5. that mizzou survey found 18 to 34 years old have more androids that iphones that flip flops with college graduates. most graduates from iphones and blackberries, back to you. >> thanks very much, jane. give my love to my alma mater. meanwhile, a big deal in the battle ove
apple. i'm curious. we have data points from apple, we have data points from samsung and we know what's going on with research in motion. maybe it's not a company-specific problem, it may be an industry problem where each players, the revenue growth is decelerating, the average selling prices are coming down. is this just endemic to the sector, i guess what i'm asking is, is there a good trade in this sector at this point? or is the problem hitting everybody? >> i actually do think it's now becoming more of a trading sector rather than a long-term investment sector. we think the hand set industry is becoming more and more commoditized. you talked about qualcomm, other stocks that benefit from, it doesn't matter if it's apple, samsung, lenovo, research in motion, now going to be called blackberry that is successful. it doesn't matter. the connector stocks are great long-term invesmentes. we think the hand set industry gets more competitive, margins come under pressure and growth slows. >> wow. the death nel it sounds like, for these guys, jim. what do you tell your long-term investors
phone, then you start -- you really have to take these competitive pressure stories more seriously. that samsung is eating into apple, in ways more dramatically than maybe the market expected. >> very possible. it could also be a chase where china was nowhere near the ramp-up that they expect out of the gates. i really don't know. i'm not speaking to suppliers in asia and i think for investors right now this is way too difficult of a stock. it's a stock that i liked by the way. i was bullish on it at 570, at 550. but it's gotten really difficult. i think what you probably want to do is take the risk of missing a pop and buy it after earnings. let's hear the company respond. because right now, scott, they've not said a word. we also heard this same kind of thing in december, they didn't respond to that. see what they say on the call about guidance before we try to jump to conclusions and perhaps catch a falling knife. >> think you'll have to wait about ten or eleven days or so. >> right around the corner. i don't want to -- i like the company. >> stephanie, what do you do? >> the production cuts
screen samsung. watch movies. >> you want to make phone calls. >> like the old days. >> the point does appear to be, i think credit suisse, somebody said, daunting challenge. fair? >> yes. >> the rest of the world has not stood still. >> the only reason, when the i phone came out, i switched the next day. i went over to verizon, said do you have it? it's not that, right? it's not a -- boom. omg. no omg. >> evolutionary. >> by the way, tomorrow is the big january jobs number. of course, that means another chance for you to nail the number. tweet us your predictions for january non-farm payrolls or handles at squawk street, #nail the number. the prize this month will make feel nice and cozy in time for valentine's day. it is a blanket, autographed by the "squawk on the street" gang. you will have one minute before the friday release to tweet your predictions. best of luck. none of us have used the blanket. >> pristine. pristine. which may be a draw, may not be a draw. i don't know. >> hold it. >> make a sweet valentine's day gift, i'm sure, for someone. >> also the end of the month, cram
carefully before investing. >>> welcome back to "squawk" this morning. making headlines, samsung electronics says it's likely earned a quarterly profit of $8.3 billion, selling about 500 handsets a minute. samsung also benefiting from a pickup in demand for flat screens it makes for mobile devices, including those for rival apple products. but some analysts say investors are concerned samsung's momentum may slow in the first half. also at ces they're selling a $20,000 television that starts -- >> what? >> the new tvs start at 60 inches and go up to 100. >> 85? >> i heard about it. >> 85, that's -- >> life size at some point? >> oh, no. we wanted -- >> right. >> it will be in like two years. >> wait. that would be -- it would be more expensive to remodel your living room. >> now to sports and i like the sweater. i like you in that sweater. that's the sweater. >> i was in wisconsin when you said that i wore -- >> i don't think the guy could wear a sweater. but you're casual. you got the casual, almost a suito jean type thing going on. >> do a couple interviews in the field today and this is wh
minister shen zoe abe asked the bank of japan to adopt a 2% inflation target officially. samsung electronics rebounded about 2% on bargain hunting. the kospi snapped a five-day losing streak, ending higher by .75%. and the options over china gave a lift to the australia markets. the asx 200 reversed earlier losses to end marginally in the green. data showed china's imports of iron ore soared past 17 million pounds for the month of december. the sensex is trading lower by about .1%. >> sixuan, thank you. we'll keep you again here in europe. the ftse 100 is at the highest level of the last year for a close. the ftse 100 up .06. the ibex down 10, the cac 40 down 11 points. a couple markets, forced into releasing results last night. there was a leak and then having the full conference call, disappointing figures marks & spencer trading down 4.74%. pretty good numbers for tesco. a bit of a shocker last year, not the same this year. the stock right now, up 2.2% be, as well. ten-year spanish yields ahead of that, a little higher. italian yields, up 4.25%. and the bank of england coming
times i've been standing around and groups of people are comparing their latest samsung phone or talking about the next generations of devices out. the mobile world conference is next month in barcelona. how much pressure is on the company for new devices? i think it's been said many times. this is an extremely important earnings called for the company tomorrow night. we feel the echo system that apple brings to the table is very strong and powerful. we see about 20% 3g coverage for mobile phones at this point. there's a lot of smartphone buyers still to come into the market and we ultimately feel as though it's a samsung and apple ecosystem play here as we go forward. but, you know, i don't feel as though apple has lost the cool factor completely. we feel as though this year will be important from a product perspective of what they, again, have up their sleeve over the coming quarter peps. >> aaron, do you have an iphone? >> i do, iphone 5. >> are you using it now? >> i am. >> okay. just curious. so it still has the cool factor there with aaron rakers. he's coming in from stifel nicolau
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whether it's as great
. samsung reported good numbers. but this is a play on everybody else but apple. they do great touch work. good yield. t.j. saying this is the bottom in a cycle. i'm not going to doubt t.j. i think he's a pretty good guy. >> game stop? >> oh, my. you've got hardware down 2.7%. pre-own, which is always a terrific -- down 15%. digital, not analog. hardware not selling. i remember when you had to wait in line for the big games. i used to have to wait in line for my kids. now on game stop, it's off the gaming rules. >> nice second half of the year. >> a lot of people felt there was a lot of new product coming out, you'll find new devices. this gaming industry has become challenged. xbox doing well. >> good names to watch. when we come back, an exclusive with morgan stanley's u.s. equity strategist, adam parker is one of the last year's bears, becoming more bullish in 2013. after a strong 2012, what is eli lilly's prescription for profits this year. opening bell coming up in just about three minutes. ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ o
in the prostate cancer market. >>> bertha bertha coomb is back more on apple. >> apple say they think that samsung has disrupted the situation for apple. android is gaining. nonetheless they think with all of these things, which is helping to attract a strong user base, they don't believe apple is out of the game and headed south. we'll learn tomorrow. they still say apple needs to defend it's growth story. >> bertha, thank you very much. >>> let's check in on the bond market which is getting competition today from stocks. the bond market also waiting to see what some surveys later this week will show us. right now looking at the curve, the ten-year note is yielding 1.83%. the 30-year has stubbornly been above the 3% level. that's what traders are starting to focus on, not starting but have been focusing on the last couple of months. the longer end of the yield curve. they have been watching consumer sentiment which has not been improving and they have been watching washington closer, they say there are fiscal issues out there that are not solved and that's something the bond market is watching. t
home. that is the smart phone battle and who wins and loses. apple or smart -- or samsung. but here in this, a third player, which is google. which seemingly can't lose either way since they make apps for both the iphone and of course the android. or l license the android operating syst system. >> google is in a great position. no doubt they can get huge market share, whether for apps or the operating system. however 75% of profit good to apple. they are the ones making the money. it is about where the developers go. so i think it is early to say that google is winning no matter what. but i think they are not losing, certainly. >> they are making a few pennies on all of those smart phones one way or the other. >> exactly. it is oversimplified to say, this is like the ketchup wars. like if mcdonalds continues to get bigger, then so did ketchup. >> he has a great voice. >> he does. >> and handsome. >> maybe joyvoice over for tv. >> biggest customers, men in their mid 50s for the corvette. are guys who drive corvettes sexy? >> they are definitely having a mid life crisis. this is a mid
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